Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

28 Jul 2023

Margin & options are fun on the way up but BRUTAL on the way down. Warren Buffett said it best:

Source: Brian Feroldi

28 Jul 2023

The power of loyalty

Source: Compounding Quality

27 Jul 2023

Inspiring quote from Jeff Bezos

Changing your mind is hard. Admitting you're wrong is hard. But as Jeff Bezos said: (source: Brian Feroldi)

27 Jul 2023

Watches trading at Premium above retail

While luxury watches secondary market prices are declining, most Rolex, Patek, and AP trade above retail prices. Source: Bloomberg

25 Jul 2023

Pricing Power

Source: Brian Feroldi

24 Jul 2023

Food for thought

Source: Michel A.Arouet

24 Jul 2023

J.P. Morgan Kolanovic & Dubravko -> The recent rise in market cap concentration has been the steepest on record based on >60 years of history

Even narrower leadership than seen during the TMT Bubble. Source: Seth Golden

24 Jul 2023

Key reasons people miss buying great winning stocks

Source: Compounding Quality

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks